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660 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $66.7M

0.62% more ownership

Funds ownership: 88.82%89.44% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 249

4% less funds holding

Funds holding: 687660 (-27)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

18% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 101

30% less capital invested

Capital invested by funds: $26.6B → $18.6B (-$8.03B)

Holders
660
Holders Change
-27
Holders Change %
-3.93%
% of All Funds
14.54%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
83
Increased
250
Reduced
249
Closed
101
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
451
Atlas Private Wealth Management
New York
$455K
PRS
452
Pinkerton Retirement Specialists
Idaho
$454K +$602K +4,210 New
IRF
453
IBM Retirement Fund
New York
$450K +$222K +1,552 +59%
IEFM
454
IQ EQ Fund Management
Ireland
$437K
II
455
Inspire Investing
Idaho
$426K -$104K -729 -16%
VI
456
Vestcor Inc
New Brunswick, Canada
$417K +$105K +735 +23%
OPPTF
457
OPSEU Pension Plan Trust Fund
Ontario, Canada
$416K +$576K +4,033 New
BAMCO Inc
458
BAMCO Inc
New York
$413K +$41.4K +290 +8%
SAG
459
Spotlight Asset Group
Illinois
$407K
MWA
460
Meridian Wealth Advisors
Texas
$403K -$57.4K -402 -10%
CCB
461
Cutter & Co Brokerage
Missouri
$402K +$9.29K +65 +2%
DCM
462
Dimension Capital Management
Florida
$401K
GTAM
463
Global Trust Asset Management
Florida
$397K -$24K -168 -5%
AA
464
ALPS Advisors
Colorado
$393K -$32K -224 -6%
AIC
465
Argus Investors Counsel
New York
$382K +$12.6K +88 +3%
QC
466
Quadrature Capital
United Kingdom
$378K -$11.2M -78,136 -96%
ASN
467
Advisory Services Network
Georgia
$376K -$8K -56 -2%
FPA
468
First Pacific Advisors
California
$376K +$156K +1,090 +45%
Mackenzie Financial
469
Mackenzie Financial
Ontario, Canada
$372K +$94.2K +659 +24%
MAM
470
Meeder Asset Management
Ohio
$356K -$606K -4,244 -56%
HAG
471
HighPoint Advisor Group
Illinois
$356K -$62.4K -437 -14%
UCFA
472
United Capital Financial Advisors
Texas
$352K -$270K -1,893 -37%
ER
473
Enlightenment Research
Florida
$349K +$357K +2,500 New
LNC
474
Lincoln National Corp
Pennsylvania
$348K -$19.3K -135 -4%
SXL
475
Summit X LLC
Missouri
$346K +$57.9K +405 +14%

IQV Hedge Fund Activity: Q1 2020 in Review

660 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2020, worth a combined $18.6B — down 30% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IQV and 83 opened new positions — a net loss of 18 holders — while 249 trimmed existing stakes and 250 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $984M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $476M sold.

  • 660 institutional investors held IQVIA (IQV) as of Q1 2020, down from 687 in Q4 2019.
  • Funds reported $18.6B of IQVIA stock for Q1 2020, down 30% quarter-over-quarter.
  • 83 funds opened new IQVIA positions in Q1 2020 and 101 closed out, a net change of -18 holders.
  • The largest IQVIA buyer in Q1 2020 was Longview Partners, an estimated $984M added.
  • The largest IQVIA seller in Q1 2020 was Lone Pine Capital, an estimated $476M sold.

Based on aggregated 13F filings for Q1 2020.